Ep 29 - Two Seas Capital founder Sina Toussi on his unique event-driven strategy
Description
Discover the 25 most influential global hedge fund allocators: https://alternativefundinsight.com/power25-hedge-fund-allocator-ranking-2024/
In episode 5 of the second series of the AFI podcast, host Will Wainewright is joined by Sina Toussi, founder and CIO at US event-driven manager Two Seas Capital, which trades on legal and regulatory catalysts. See topics covered in the notes at the bottom of this section.
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Contact Will: will@alternativefundinsight.com Visit the AFI website: www.alternativefundinsight.com. More on Two Seas Capital: https://twoseascap.com/
Follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 5 January 2024 (recorded on 9 December 2024)
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*
1:49 - Introduction to Two Seas Capital, background on Toussi's career and strategy
5:55 - Update on location, AuM, strategy at Two Seas (just passed $1bn)
7:28 - Trading priorities for next year (most fertile territory in commercial litigations, esp. biotech sector)
12.12 - Breaking down the strategy simply. Example of Esperion Therapeutics.
17:25 - How do you handle the uncertainty associated with these cases?
20.50 - How the firm uses FOIAs in its research process.
23.46 - Approach in UK.
27.13 - Thoughts on Argentina under Milei.
31.42 - Impact of Trump's second term.
34.19 - Advice on building a firm/to young people entering the industry.
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United States
